Business Support Specialist

Date: Dec 7, 2019

Division or Field Office:

Indiana Branch Office

Department of Position: Field Operations Department 

Work from:

Indiana Branch Office


At Erie Insurance, you’re not just part of a Fortune 500 company; you’re also a valued member of a diverse and inclusive team that includes more than 5,000 employees and over 2,200 independent agencies.  Our Employees work in the Home Office complex located in Erie, PA, and in our Field Offices that span 12 states and the District of Columbia.  To attract and retain the best talent, we reward our team members with competitive salaries and a very generous benefits package.


Position Summary

Serves as local liaison to Agency Force and Branch sales personnel. Assists with organizing and coordinating Agency related communications, events, meetings and training. Provides administrative support for Branch Manager, District Sales Managers and related sales personnel. Assists with coordinating and supporting corporate Marketing programs for local sales area.


The Hiring Manager will also consider candidates for a Sr. Business Support Specialist.  Level of position offered will be based upon the depth and breadth of selected candidate’s experience and qualifications.    


Candidates that have experience with event planning and have strong attention to detail are preferred.


This position will help support agent recruiting initiatives.

Duties and Responsibilities
  • Handles various routine inquiries from Agents. Assists with handling and tracking Agent change requests from Policyholders. Refers complex, non-routine questions, issues and complaints to Branch Manager, District Sales Manager or Sr. Business Support Specialist.
  • Assists with organizing and coordinating educational and sales meetings. Works with Home Office Corporate Training and Development Department as appropriate. Assists with planning events and meetings; secures facilities and/or venues and handles other accommodations as needed.
  • Develops and maintains a working knowledge of DSPro and/or other related ERIE systems as needed. Assists in training new Agents and/or agency staff on DSPro and other ERIE systems.
  • Develops and maintains a working knowledge of ERIE's underwriting guidelines and marketing programs. Assists with introducing and reviewing ERIE guidelines/programs with newly appointed Agents, sub-Agents and customer service representatives. Coordinates ERIE Underwriting and marketing materials for Agents.
  • Assists with the coordination and administration of the Agent submission process by reviewing and monitoring Agent Principal and Producer appointments and terminations, new Agent paperwork, mergers and incorporations, background checks, etc. Assists with coordinating Agent recruitment activities; may perform or assist with database searches and other research to identify potential Agent targets, maintains records; gathers, verifies and distributes confidential information.
  • Assists with conducting file audits both at the Branch Office and in the Agent's offices as needed. Ensures applications are signed by appropriate parties.
  • Performs various administrative duties, including scheduling appointments, responding to routine correspondence, maintaining diary system, maintaining spreadsheets, typing, filing and organizing and preparing mass mailings.
  • Answers phone calls and directs visitors as needed.
  • Perform other duties as assigned.
  • Competencies
    Decision Making
    Developing And Maintaining Relationships
    Detail Orientation
    Interpersonal Communication
    Job-Specific Knowledge
    Planning And Organizing
    Presentation Skills
    Problem Analysis
    Service Orientation

    High school diploma or GED required. Two years of office experience, preferably in an insurance-related environment, required. Proficiency in spelling, grammar and punctuation required. Working knowledge of word processing and spreadsheet software required. Proficient in Microsoft Office products desired (i.e. Word, Excel and Power Point).Working knowledge of DSPro preferred. Working knowledge of insurance preferred. Valid driver's license and good driving record required.

    Physical Requirements
    Lifting 0-20 lbs; Occasional (<20%)
    Lifting 20-50 lbs; Occasional (<20%)
    Lifting Over 50 lbs; Occasional (<20%)
    Driving; Often (20-50%)
    Pushing/Pulling; Occasional (<20%)
    Manual Keying/Data Entry; Often (20-50%)
    Climbing; Rarely

    Nearest Major Market: Indianapolis

    Job Segment: Underwriter, Database, Insurance, Technology